Client Service Specialist II Position Available In New York, New York

Client Service Specialist II CI Financial Corp. New York, NY Job Details $72,500 – $95,000 a year 9 hours ago Qualifications Customer service DocuSign Salesforce Accounting software Mid-level Microsoft Office 3 years Analysis skills Bachelor’s degree Full Job Description Description Responsibilities Serve as central point of contact for ingesting client requests Coordinate between client, advisor, and additional support teams to execute & track against client requests Communicate with clients daily, addressing their day-today needs in an articulate and professional manner Support data input for client prospecting Schedule meetings between advisory team & clients Input client and advisor requests into Salesforce, track completion Retrieve and distribute client statements, tax documents, or other reports Generate portfolio reports Complete required paperwork Open accounts for existing clients Qualifications & Requirements Bachelor’s degree from an accredited institution Minimum of 3-5 years’ experience Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly) Customer service background preferred Excellent verbal, written, analytical, and organizational skills Ability to identify, meet and follow through with client needs and requests Able to work independently Enjoy being part of a team Must be highly flexible and confidential with all client and firm matters Competencies Detail orientation Service orientation Action orientation Communication Responsiveness Follow-through This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is We are required to provide a reasonable estimate of the compensation range for this role is $72,500 – 95,000. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.